Welcome to the CloudFiles Tutorials hub — your one-stop guide to mastering all our products. Whether you’re just getting started or looking to unlock advanced features, we’ve got step-by-step tutorials to help you make the most of CloudFiles.

Learn how Salesforce flow builder and CloudFiles flow actions can be used in various scenarios with this comprehensive document. Discover the benefits and applications of these powerful tools in optimizing your workflow and enhancing productivity.

CloudFiles Uploader

Tutorials

Automated nested folders creation based on object relationships

Automatically moving files from Salesforce storage to external storage

Copy Email Attachments to Case Folders in external storage if Email-to-Case is activated

Create Automated Folder Hierarchies for Managing External Files from Salesforce Objects

Delete attached folder when Account record is deleted

Enable Custom Actions in CloudFiles Widget: Build an Archive Button with Salesforce Flow

Move Lead folder to Account folder on conversion

Renaming a folder in Sharepoint when the Record is updated

Setting Up a Custom List Action in the CloudFiles Widget

Document Management Tutorials

CloudFiles Salesforce

Salesforce

Installation guide

Connect external folder to a record

Access, share and track a file

Share files in experience cloud (community)

Document Generation with CloudFiles

Quick Starts

Automated Doc Gen

Manual Doc Gen

Merge Documents

Merge External Documents

Real-Time Document Generation with Runtime Variables

Secure PDF Generation

Document Generation Test Drive

Automatic Folder Structures Test Drive

CloudFiles Widget Configurations Test Drive

Copy Email Attachments to Case Folders Test Drive

Custom Object Creation on File Upload Test Drive

External File Sharing & Collection via CloudFiles Datarooms

Move External Storage Files to SFDC Files Test Drive

Move SFDC Files to External Storage Test Drive

Nested Folders based on Object Relationships Test Drive

Template Folder Cloning Test Drive

Update Sharepoint Folder Name Test Drive

Document Management & Sharing Test Drives

Business Document Fields & Line Items Extractor

Document AI Playground Test Drive

Document Mapper

KYC Upload Checker using AI

Smart SharePoint Column Updates Using Document AI

Split External Files using AI

Split Salesforce Files using AI

Document AI Test Drives

Test Drive

Custom Object Mode Flow Setup

Platform Event Mode Flow Setup

Intercepting CloudFiles Events

Content Version Created

Content Version Created Batch

Dataset Created

Document Generated

Document Mapper Run

Document Processed

Document Signed

Document Split

Error Event

File Received

File Replaced

File Uploaded

File Viewed

Folder Created

Resource Attached

Resource Cloned

Resource Deleted

Resource Detached

Resource Moved

Resource Updated

Salesforce File Attached

Salesforce File Copied

All Event Types

File Uploaded in SharePoint

Resource Updated in SharePoint

Capturing SharePoint Events

Events

Copy Resources

Copy Salesforce Files

Create Attachment

Create File Connect Files

Create Folder

Create Folder (Async)

Create Microsoft Team

Create Salesforce File

Create Salesforce Files (Batch)

Create SharePoint Site

Create Sharepoint Drive

Delete Attachment

Delete Resource

Get Attachments

Get Connected Folder

Get Files Connect Resource Id

Get Folder Contents

Get Resource Details

Get Resource Property

Get Salesforce Files

Get Shared Resources

Move Resource

Search by Resource Metadata

Set Resource Property

Set Resource Property (Batch)

Update Permissions

Doc Management Flow Actions

Add to Dataroom

Create Dataroom

Create File Request

Create Link

Remove from Community

Share With Community User

Update Link Settings

Doc Sharing Flow Actions

Get Doc-Gen Templates

Generate Document

Generate Document (Sync)

Generate Document (Batch)

Merge Documents (Sync)

Doc Generation Flow Actions

Create Dataset

Process Document using AI

Query Document/Dataset

Query Document/Dataset (Batch)

Split Document using AI

Doc AI Flow Actions

Assign User Licenses

Unassign User Licenses

Delay

Get Event Details

Misc Flow Actions

Internal Widget

Experience Cloud Widget

Screen Flow Elements

Flow Actions

How to build a template (Word)

How to generate a document manually via the Doc-Gen widget

How to generate a document via automation (Record Triggered)?

How to generate a document via Screen Flow?

How to generate a document via screen flow with runtime variables?

How to Merge documents?

How to secure PDF?

Document Generation Tutorials

AI Flows - Initial Setup Guide

Batching AI Queries

Classify and Rename Uploaded Files

Document Mapper Tutorial

Document Checklist

Get CSV text Output from AI Query

Get JSON Output from AI Query

KYC Upload Checker

Line Item Extraction

Mass property extraction from a Medical Form

Signature Checking

Simple Data Extraction from KYC Files

Splitting multiple combined POs into child objects

Document AI Tutorials

Installing from the Salesforce AppExchange

What's In the Package?

Installation

CloudFiles Account Setup

Doc Gen Widget Set-up

Template Builder Setup

Usage

User Management

Configuration

Template - Resources

Template - Actions

Template Creation

All‑Format Designer

Adding Custom Fonts to your Templates

DocuSign Integration for Word-based Document Generation

DocuSign Field Integrations

Generating Documents

Features

Document Generation

What's in the Package ?

Technical Requirements

External Storage / Library Configuration

Adding CloudFiles widgets to Salesforce Classic

Settings

CloudFiles Widgets Guide

CloudFiles Permissions

Content Library

Field Service Lightning Support

Image Resize Feature

Using a service account

Utilize CloudFiles widget in Custom Screen Flows

Widget Configuration Guide

Widget Flow Actions in CloudFiles

Dataroom

Create Links

Security Control

Manage Links

Analytics and Engagement Tracking

Sharing Add-On

Setup

Permissions

Sharing Options

Experience Cloud

Document Management & Sharing